PERSONAL INFORMATION First Name
Middle Name
Last Name
Date of Birth
Gender
Email
Street 1
City
State Abbreviation
Zip
County
Cell Phone
WHAT IS THE FIRST DATE WE CAN CONTACT YOU?
Contact Date
WE WOULD LIKE TO THANK ANYONE WHO REFERRED YOU
How Did You Hear About Us?
WHAT IS IMPORTANT TO YOU IN A MEDICARE PLAN?
Please describe
MEDICARE COVERAGE
Medicare Part A Effective Date
Medicare Part B Effective Date
DO YOU CURRENTLY HAVE MEDIGAP COVERAGE?
Medigap Carrier Name
Medigap Plan Type Plan F Plan G Plan N Plan A Plan B Plan C Plan D Plan K Plan L Plan M
Medigap Monthly Premium
Medigap Plan Start Date
ARE YOU ENROLLED IN MEDICARE ADVANTAGE PLAN PART C?
Med Adv Plan Part C Carrier Name
Med Adv Plan Part C Type HMO HMO - POS PPO POS PFFS SNP CNP MSA
Med Adv Plan Part C Monthly Premium
Med Adv Part C Plan Start Date
ARE YOU ENROLLED IN MEDICARE PART D PLAN?
Medicare Part D Plan Carrier
Medicare Part D Plan Monthly Premium
Medicare Part D Plan Start Date
NOTES If you have any notes that are pertinent, please include.Doctor Notes
Health Notes
General Notes
PRIMARY CARE PROVIDER (FULL NAME) If you have any notes that are pertinent, please include.
Doctor Notes
Primary Doctor Name
Primary Doctor Zip
SPECIALISTS (FULL NAME) AND THEIR SPECIALTY If you have more than five, we'll discuss during our call
1st Specialist Full Name
1st Specialists Type ADHD Audiologist Breast Doctor Cardiologist Dentist Dermatologist Ear Nose Throat Endocrinologist Gastroenterologist Gynecologist Neurologist Oncologist Ophthalmologist Optometrist Pain Mgt Podiatrist Psychiatrist Pulmonary Radiologist Rheumatologist Urologist
2nd Specialist Full Name
2nd Specialist Type ADHD Allergist Audiologist Breast Doctor Cardiologist Dentist Dermatologist Ear Nose Throat Endocrinologist Endocrinologist Gastoenterologist Gynocology APRN Gynecologist Neurologist Occupational Therapist Oncologist Ophthalmologist Optometrist Optometrist Orthopedic Surgeon Otolaryngologist Pain Management Podiatrist Radiologist Rheumatologist Rhuematologist Urologist
3rd Specialist Full Name
3rd Specialist Type ADHD Allergist Audiologist Behavioral Health Breast Doctor Cardiologist Dentist Dermatologist Ear Nose Throat Endocrinologist Gastroenterologist Gynecologist Hematologist Neurologist Oncologist Ophthalmologist Optometrist Pain Management Podiatrist Radiologist Rheumatologist Surgeon Urologist
4th Specialist Full Name
4th Specialist Type ADHD Audiologist Breast Doctor Cardiologist Dentist Dermatologist Ear Nose Throat Endocrinologist Gastroenterologist Gynecologist Neurologist Oncologist Ophthalmologist Optometrist Orthopedist Otolaryngology - Head Plastic Surg Pain Management Podiatrist Radiologist Rheumatologist
5th Specialist Full Name
5th Specialist Type ADHD Audiologist Breast Doctor Cardiologist Dentist Dermatologist Ear Nose Throat Endocrinologist Gastroenterologist Gynecologist Neurologist Oncologist Ophthalmologist Optomotrist Orthopedist Pain Management Podiatrist Radiologist Rheumatologist
PREFERRED HOSPITAL / HOSPITAL GROUP
Hospital
MEDICATIONS
If you have any notes that are pertinent, please include.RX Notes
1st Medication Name
1st Medication Type Tablet Capsule Injection Solution Cream / Ointment Inhaler Patch Other
1st Medication Dosage (mg, mcg, %)
1st Medication Qty per Day / Qty in Pkg
2nd Medication Name
2nd Medication Type Tablet Capsule Injection Solution Cream / Ointment Inhaler Patch Other
2nd Medication Qty per Day / Qty in Pkg
2nd Medication Dosage (mg, mcg, %)
3rd Medication Name
3rd Medication Type Tablet Capsule Injection Solution Cream / Ointment Inahler Patch Other
3rd Medication Dosage (mg, mcg, %)
3rd Medication Qty per Day / Qty in Pkg
4th Medication Name
4th Medication Type Tablet Capsule Injection Solution Cream / Ointment Inhaler Patch Other
4th Medication Dosage (mg, mcg, %)
4th Medication Qty per Day / Qty in Pkg
5th Medication Name
5th Medication Type Tablet Capsule Injection Solution Inhaler Cream / Ointment Patch Other
5th Medication Dosage (mg, mcg, %)
5th Medication Qty per Day / Qty in Pkg
PLEASE SHARE THE NAME AND LOCATION OF YOUR PHARMACY
Pharmacy
Pharmacy Zip Code
Website
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